Catalyst Watch: Alphabet earnings, McGraw Hill IPO, Trump talks AI, and more robotaxi buzz

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Welcome to Seeking Alpha's Catalyst Watch - a breakdown of some of next week's actionable events that stand out. Read more about the events that may impact stock prices next week.

MONDAY - JULY 21

* VOLATILITY WATCH - Northern Dynasty Minerals (NAK [https://seekingalpha.com/symbol/NAK]) and Asset Entities (ASST [https://seekingalpha.com/symbol/ASST]) are set up for a volatile week of trading based on options volume. The most overbought stocks per their 14-day relative strength index include Monogram Technologies (MGRM [https://seekingalpha.com/symbol/MGRM]), Cogent Biosciences Inc (COGT [https://seekingalpha.com/symbol/COGT]), and Vigil Neuroscience (VIGL [https://seekingalpha.com/symbol/VIGL]). The most oversold stocks per their 14-day Relative Strength Index include Intapp (INTA [https://seekingalpha.com/symbol/INTA]) and NextNRG (NXXT [https://seekingalpha.com/symbol/NXXT]).
* EARNINGS WATCH - Notable companies due to report include Verizon (VZ [https://seekingalpha.com/symbol/VZ]), NXP Semiconductors (NXPI [https://seekingalpha.com/symbol/NXPI]), and Domino's Pizza (DPZ [https://seekingalpha.com/symbol/DPZ]).
* IPO WATCH - The IPO calendar heats up with global education company McGraw Hill (MH [https://seekingalpha.com/symbol/MH]), global consumer intelligence company NIQ Global Intelligence (NIQ [https://seekingalpha.com/symbol/NIQ]), and insurance player Accelerant (ARX [https://seekingalpha.com/symbol/ARX]) all expected to start trading.
* DIVIDEND WATCH - Companies that have an ex-dividend date coming next week include Caterpillar (CAT [https://seekingalpha.com/symbol/CAT]), Dell Technologies (DELL [https://seekingalpha.com/symbol/DELL]), Lowe's Companies (LOW [https://seekingalpha.com/symbol/LOW]), and Pfizer (PFE [https://seekingalpha.com/symbol/PFE]).
* ALL DAY - Axsome Therapeutics (AXSM [https://seekingalpha.com/symbol/AXSM]) will host its Frontiers in Brain Health R&D Day. The event will highlight Axsome’s singular, innovative late-stage CNS pipeline.

TUESDAY - JULY 22

* EARNINGS WATCH - Notable companies due to report include Coca-Cola (KO [https://seekingalpha.com/symbol/KO]), Philip Morris International (PM [https://seekingalpha.com/symbol/PM]), Texas Instruments (TXN [https://seekingalpha.com/symbol/TXN]), General Motors (GM [https://seekingalpha.com/symbol/GM]), and Lockheed Martin (LMT [https://seekingalpha.com/symbol/LMT]).
* 8:30 A.M. WTI crude July futures will expire. Crude oil futures have seen extra volatility over the last year on contract expiration dates.
* 8:30 A.M. Federal Reserve Chairman Jerome Powell gives welcome remarks before hybrid "Integrated Review of the Capital Framework for Large Banks Conference" hosted by the Federal Reserve
* 1:00 P.M. Federal Reserve Vice Chair for Supervision Michelle Bowman will host a fireside chat to discuss effects of artificial intelligence on banks, businesses, and consumers

WEDNESDAY - JULY 23

* EARNINGS WATCH - Notable companies due to report include Alphabet (GOOG [https://seekingalpha.com/symbol/GOOG]), Tesla (TSLA [https://seekingalpha.com/symbol/TSLA]), IBM (IBM [https://seekingalpha.com/symbol/IBM]), T-Mobile US (TMUS [https://seekingalpha.com/symbol/TMUS]), AT&T (T [https://seekingalpha.com/symbol/T]), Chipotle (CMG [https://seekingalpha.com/symbol/CMG]), Hilton Worldwide (HLT [https://seekingalpha.com/symbol/HLT]), and General Dynamics (GD [https://seekingalpha.com/symbol/GD]). Options trading implies a double-digit move for Alaska Air (ALK [https://seekingalpha.com/symbol/ALK]) and Viking Therapeutics (VKTX [https://seekingalpha.com/symbol/VKTX]) after their earnings are released.
* ALL DAY - President Trump is scheduled to give a speech on AI. Traders expect extra volatility for Bitcoin (BTC-USD [https://seekingalpha.com/symbol/BTC-USD]), Ethereum (ETH-USD [https://seekingalpha.com/symbol/ETH-USD]), Solana (SOL-USD [https://seekingalpha.com/symbol/SOL-USD]), and XRP (XRP-USD [https://seekingalpha.com/symbol/XRP-USD]) into the speech.
* ALL DAY - Circana will release its June report on video game hardware and software sales. Sony's (SONY [https://seekingalpha.com/symbol/SONY]) PlayStation 5 was the best-selling hardware platform in May for both units and dollars.
* ALL DAY - Faraday Future Intelligent (FFAI [https://seekingalpha.com/symbol/FFAI]) will host a private reception at the Capitol Hill Club in Washington, D.C., to highlight U.S. innovation and alignment with current trade policy goals.
* 10:00 A.M. The Atlanta Fed Business Inflation Expectations update will be released. The report is a monthly survey conducted by the Federal Reserve Bank of Atlanta to assess firms' expectations of future inflation and their current business conditions.
* 1:00 P.M. The National Retail Federation will hold a back-to-school webinar featuring insights on what to expect this shopping season.
* 5:30 P.M. Tesla (TSLA [https://seekingalpha.com/symbol/TSLA]) will hold its earnings conference call, during which Grok is expected to make an appearance. Elon Musk has said Tesla vehicles and the Optimus V3 humanoid robot are now equipped with the generative AI chatbot. Robotaxi news from Tesla (TSLA [https://seekingalpha.com/symbol/TSLA]) could be relevant to companies such as Uber (UBER [https://seekingalpha.com/symbol/UBER]), Waymo (GOOG [https://seekingalpha.com/symbol/GOOG]), WeRide (WRD [https://seekingalpha.com/symbol/WRD]), Pony AI (PONY [https://seekingalpha.com/symbol/PONY]), Zoox (AMZN [https://seekingalpha.com/symbol/AMZN]), and Lucid Group (LCID [https://seekingalpha.com/symbol/LCID]).

THURSDAY - JULY 24

* EARNINGS WATCH - Notable companies due to report include Honeywell (HON [https://seekingalpha.com/symbol/HON]), Union Pacific (UNP [https://seekingalpha.com/symbol/UNP]), Blackstone (BX [https://seekingalpha.com/symbol/BX]), Intel (INTC [https://seekingalpha.com/symbol/INTC]), Deutsche Bank (DB [https://seekingalpha.com/symbol/DB]), and Newmont (NEM [https://seekingalpha.com/symbol/NEM]). Options trading implies a double-digit move for IMAX (IMAX [https://seekingalpha.com/symbol/IMAX]) and Boston Beer (SAM [https://seekingalpha.com/symbol/SAM]) after their earnings are released.
* ALL DAY - Global flash PMI will be the focus of economists in an early gauge of the impact of the tariffs.
* 7:45 A.M. The European Central Bank will release its monetary policy statement. ECB officials will also hold a press conference
* 10:00 A.M. The New Home Sales report will be released by the U.S. Census Bureau.
* 4:30 P.M. The Nasdaq short interest report will be released.

FRIDAY - JULY 25

* EARNINGS WATCH - Notable companies due to report include HCA Healthcare (HCA [https://seekingalpha.com/symbol/HCA]), Charter (CHTR [https://seekingalpha.com/symbol/CHTR]), Phillips 66 (PSX [https://seekingalpha.com/symbol/PSX]), and Centene (CNC [https://seekingalpha.com/symbol/CNC]).
* ALL DAY - The Alzheimer's Association International Conference will begin over the weekend in Toronto, Canada. It is the largest international conference dedicated to advancing dementia science. Some of the companies that will present include Acumen Pharmaceuticals (ABOS [https://seekingalpha.com/symbol/ABOS]), Cerevance (CRVN), Marvel Biosciences (MRVL:CA [https://seekingalpha.com/symbol/MRVL:CA]), and Quanterix (QTRX [https://seekingalpha.com/symbol/QTRX]).
* 8:30 A.M. The June Durable goods order report will be released by the U.S. Census Bureau. Economists forecast a durable goods order decline of 10.0% for the month.

MORE ON THE MARKETS

* Consumers Continue To Power The Economy [https://seekingalpha.com/article/4802208-consumers-continue-to-power-economy]
* Brace For An Imminent Tariff-Related Shock, As August 1st Deadline Approaches [https://seekingalpha.com/article/4802196-brace-for-an-imminent-tariff-related-shock-as-august-1st-deadline-approaches]
* My Thoughts About Those June Retail Sales [https://seekingalpha.com/article/4802166-thoughts-about-june-retail-sales]
* Fed’s Waller pushes for July rate cut [https://seekingalpha.com/news/4468709-feds-waller-pushes-for-july-rate-cut]
* Market Voices: Lucid-Uber robotaxis, Warsh on Fed "regime change" [https://seekingalpha.com/news/4468484-market-voices-lucid-uber-robotaxis-warsh-on-fed-regime-change]